Municipal Bond Assistant I

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Ann Arbor, MI
Financial Services
The Role

This position is on-site in our Ann Arbor office.

PFM is seeking a Municipal Bond Assistant I to support its financial advisory practice in Ann Arbor. This is an excellent opportunity to learn the public finance industry alongside experienced and tenured professionals. The position provides exposure to meaningful work and can lead to a long-term, fulfilling career in the industry.

The Municipal Bond Assistant I plays a critical administrative and support role in the deal process. The ideal candidate is highly organized, reliable, detail-oriented, and comfortable managing multiple, time-sensitive projects. Strong editing, formatting, and software skills—especially in Microsoft Word and Excel—are essential. This position occasionally requires overtime and the ability to learn new systems quickly.

Responsibilities

  • Prepare, handle, and manage legal documents, financial reports, and correspondence
  • Compile, organize, and manage large volumes of data for offering documents
  • Gather and coordinate information from clients and government entities
  • Maintain internal communications with financing team members and provide status updates on deal documents
  • Coordinate the dissemination and finalization of time-sensitive documents
  • Manage workload across multiple projects and deadlines

Qualifications

  • At least 2 years of administrative support experience (experience in financial services or professional services strongly preferred)
  • High proficiency in Microsoft Word and Excel, including formulas and formatting
  • Strong attention to detail and organizational skills
  • Excellent written communication, editing, and proofreading abilities
  • Ability to learn quickly and work independently with limited supervision
  • Proactive and adaptable in a fast-paced, deadline-driven environment
  • Strong research and reporting skills
  • Team player with strong interpersonal and client service skills
  • Authorization to work in the U.S. for any employer without sponsorship now or in the future

COMPENSATION | The Municipal Bond Assistant I is eligible to receive robust total rewards including generous flexible paid time off, tuition reimbursement, student loan repayment, performance-based bonuses, 401k retirement plan with employer match and annual profit-sharing opportunity, medical/dental/vision insurance, health and wellness benefits, and disability and life insurance. PFM not only supports work/life balance but also a challenging, diverse, and collaborative workplace, a formal mentorship program, volunteer opportunities, and much more.

The anticipated hourly rate for this role is between $26.44 - $29.16; this position is eligible for annual performance-based bonuses. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location.

About PFM
PFM is a recognized national leader in providing financial and consulting advice to public sector, non-profit and other institutional entities. For fifty years, PFM has advised many of the country’s largest municipal and institutional entities including states, counties, municipalities, townships, boroughs, authorities, school districts, not-for-profit organizations, and pension funds. The firm has more than 350 employees located in every region of the country.

If you are ready to experience the challenge, satisfaction, and reward of an opportunity with PFM, please apply here, or refer a qualified candidate.

PFM is not offering visa sponsorship for this position.

PFM is an equal opportunity employer (EOE, M/F/D/V) and maintains a drug-free workplace.

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The Company
HQ: Philadelphia, PA
727 Employees
On-site Workplace
Year Founded: 1975

What We Do

The PFM Group of companies provide industry-leading financial and budget services to a diverse base of clients from locations in every region of the country. Our consultants and municipal advisors work across a broad range of local, state, and regional governments, as well as non-profit and other institutional clients, to provide advice that will help our clients transform their world.

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